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Scott William Wellens

Fortress Planning Group

Pewaukee, WI

CRD 5923727

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Employer firm

Fortress Planning Group CRD 157900

$345M regulatory AUM 283 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Fortress Planning Group

N17W24222 Riverwood Dr. Suite 145, Pewaukee, WI 53188 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2015-07-13
KY RA APPROVED 2011-10-31
  • WI RA
    APPROVED
    Since 2015-07-13
  • KY RA
    APPROVED
    Since 2011-10-31

Branch Locations

N17W24222 Riverwood Dr. Suite 145, Pewaukee, WI 53188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fortress Planning Group Pewaukee WI 04/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-30
  • S65 Uniform Investment Adviser Law Examination
    2010-12-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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